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CIK 0001766328 • 6 13F filings • May 5, 2025 – Jul 30, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.3M | 2.7% | 16,991 SH | |
| ADOBE INC | COM | $3.6M | 1.8% | 9,433 SH | |
| AIR PRODS & CHEMS INC | COM | $1.6M | 0.8% | 5,534 SH | |
| ALPHABET INC | CAP STK CL C | $2.9M | 1.5% | 18,457 SH | |
| AMAZON COM INC | COM | $2.8M | 1.4% | 14,650 SH | |
| AMERICAN EXPRESS CO | COM | $2.2M | 1.1% | 8,280 SH | |
| AMGEN INC | COM | $1.9M | 1.0% | 6,182 SH | |
| APPLE INC | COM | $7.1M | 3.6% | 31,904 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $235K | 0.1% | 769 SH | |
| BANK AMERICA CORP | COM | $230K | 0.1% | 5,500 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.0M | 3.5% | 13,057 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $380K | 0.2% | 6,224 SH | |
| CHEVRON CORP NEW | COM | $2.5M | 1.3% | 15,069 SH | |
| CISCO SYS INC | COM | $5.0M | 2.5% | 80,807 SH | |
| COCA COLA CO | COM | $3.1M | 1.6% | 43,321 SH | |
| COMCAST CORP NEW | CL A | $1.5M | 0.8% | 41,712 SH | |
| CONOCOPHILLIPS | COM | $2.4M | 1.2% | 22,890 SH | |
| COSTCO WHSL CORP NEW | COM | $1.4M | 0.7% | 1,464 SH | |
| CSX CORP | COM | $4.2M | 2.1% | 142,241 SH | |
| CVS HEALTH CORP | COM | $2.2M | 1.1% | 32,027 SH | |
| DEERE & CO | COM | $862K | 0.4% | 1,837 SH | |
| DIGITAL RLTY TR INC | COM | $3.1M | 1.5% | 21,402 SH | |
| DISNEY WALT CO | COM | $351K | 0.2% | 3,556 SH | |
| EATON CORP PLC | SHS | $1.5M | 0.8% | 5,691 SH | |
| ELI LILLY & CO | COM | $3.3M | 1.7% | 4,043 SH | |
| FEDERAL SIGNAL CORP | COM | $202K | 0.1% | 2,750 SH | |
| GE AEROSPACE | COM NEW | $222K | 0.1% | 1,110 SH | |
| GENERAL DYNAMICS CORP | COM | $581K | 0.3% | 2,130 SH | |
| GENERAL MLS INC | COM | $1.1M | 0.5% | 17,694 SH | |
| HOME DEPOT INC | COM | $3.2M | 1.6% | 8,867 SH | |
| HONEYWELL INTL INC | COM | $5.3M | 2.7% | 25,099 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $3.5M | 1.7% | 13,905 SH | |
| ISHARES GOLD TR | ISHARES NEW | $14.1M | 7.1% | 238,496 SH | |
| ISHARES TR | CORE S&P SCP ETF | $274K | 0.1% | 2,625 SH | |
| JOHNSON & JOHNSON | COM | $4.8M | 2.4% | 28,752 SH | |
| JPMORGAN CHASE & CO. | COM | $5.7M | 2.9% | 23,428 SH | |
| LOCKHEED MARTIN CORP | COM | $1.2M | 0.6% | 2,744 SH | |
| MCDONALDS CORP | COM | $3.2M | 1.6% | 10,180 SH | |
| MEDTRONIC PLC | SHS | $2.2M | 1.1% | 24,362 SH | |
| MERCK & CO INC | COM | $1.5M | 0.8% | 17,089 SH | |
| MICROSOFT CORP | COM | $6.6M | 3.3% | 17,644 SH | |
| NEXTERA ENERGY INC | COM | $4.6M | 2.3% | 64,508 SH | |
| NORTHROP GRUMMAN CORP | COM | $2.8M | 1.4% | 5,438 SH | |
| NOVO-NORDISK A S | ADR | $1.5M | 0.8% | 21,575 SH | |
| NVIDIA CORPORATION | COM | $325K | 0.2% | 3,000 SH | |
| ORACLE CORP | COM | $2.9M | 1.5% | 20,933 SH | |
| PEPSICO INC | COM | $3.2M | 1.6% | 21,144 SH | |
| PFIZER INC | COM | $3.3M | 1.7% | 132,118 SH | |
| PIMCO ETF TR | INTER MUN BD ACT | $839K | 0.4% | 16,275 SH | |
| PROCTER AND GAMBLE CO | COM | $4.1M | 2.1% | 24,109 SH | |
| RTX CORPORATION | COM | $643K | 0.3% | 4,856 SH | |
| S&P GLOBAL INC | COM | $610K | 0.3% | 1,200 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $10.2M | 5.1% | 516,416 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $440K | 0.2% | 18,092 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $865K | 0.4% | 37,343 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.5M | 0.8% | 53,480 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.7M | 0.9% | 69,277 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $8.8M | 4.4% | 327,163 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $913K | 0.5% | 1,632 SH | |
| STARBUCKS CORP | COM | $2.4M | 1.2% | 24,597 SH | |
| UNITEDHEALTH GROUP INC | COM | $3.8M | 1.9% | 7,283 SH | |
| US BANCORP DEL | COM NEW | $3.8M | 1.9% | 89,754 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $220K | 0.1% | 3,000 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $427K | 0.2% | 830 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $276K | 0.1% | 1,006 SH | |
| VERIZON COMMUNICATIONS INC | COM | $297K | 0.1% | 6,558 SH | |
| VISA INC | COM CL A | $5.8M | 2.9% | 16,610 SH | |
| WALMART INC | COM | $7.0M | 3.5% | 79,588 SH | |
| WASTE MGMT INC DEL | COM | $4.7M | 2.3% | 20,113 SH |
| 13F-HR |
| 0001172661-26-002934 |
| $227.3M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002844 | $194.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001847 | $218.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001574 | $198.4M | View |